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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,601 | $50,637-57.3% | $86,582-75.1% | $62,293-65.3% |
| Participation rate | 94.4% | 67.9%+26.5pp | 73.5%+20.8pp | 69.5%+24.9pp |
| Annual return | 16.28% | 20.80%-4.5pp | 965.08%-948.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,476 | $2,075-28.9% | $2,839-48.0% | $2,042-27.7% |
| Participant deferral / active EE | $1,867 | $2,611-28.5% | $3,609-48.3% | $3,169-41.1% |
| Admin fee / account holder | $2,863 | $413+592.7% | $4,904-41.6% | $479+497.2% |